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Mr. Krensavage has published his share of sells over the years.
Right now he has underperform ratings on 3 of the 16
companies he follows: Bentley, Teva Pharmaceutical Industries
and Eli Lilly. Over the years he has had sells on Merck and
Johnson & Johnson. "The companies pretty much have
behaved well," he said, adding that the more a company
complains about his assessment, the more perspicacious
he believes it is.

[via NYT]


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